How do I enter prior year disaster retirement distributions I spread over 3 years?
Menu Path: Income > Common Income > Retirement Income (1099-R)
To enter prior year disaster distribution information:
To enter prior year disaster distribution information:
- Choose Retirement Income (Form 1099-R) from the Income menu.
- Only enter a Form 1099-R if you received one for 2025; you may need to delete a Form 1099-R saved from last year.
- Continue until you reach the Prior Year Disaster Distributions screen.
